Personal Finance Advisor: Build Trusted Client Partnerships

Desjardins; Authier-Nord; Sur place; CAD 55 000 - 75 000; Plein temps

Avantages offerts par ce poste

Salary + Bonus

Flexible vacation

Pension plan

Group insurance

Wellness reimbursement

Résumé du poste

Desjardins in Authier-Nord, Quebec, is seeking a personal finance advisor to build lasting relationships with members and clients, listening to needs and offering tailored advice to help meet their financial goals.

You will collaborate with partners to design integrated strategies, ensure prudent risk management, and stay current with industry trends, while contributing to outreach and caisse representation in the community.

Qualifications

• Bachelor's degree in a related field.
• Minimum one year of relevant experience.
• Mutual fund representative certificate – AMF.
• Fluency in French required.
• Strong knowledge of current financial, economic, and regulatory events.
• Understanding of Desjardins products and distribution networks.
• Notions of compliance with financial distribution rules.
• Understanding of credit and risk concepts in personal finance.

Responsabilités

• Advise members and clients on the best strategies and expected results.
• Manage relationships, assess satisfaction, follow up, and identify improvements.
• Stay up-to-date on financial services industry trends and practices.
• Participate in outreach and represent the caisse in the community.

Connaissances

Interpersonal Savvy

French

Financial market knowledge

Formation

Bachelor's degree in a related field

Mutual fund representative certificate – Autorité des marchés financiers

Description du poste

Desjardins in Authier-Nord, Quebec, is seeking a personal finance advisor to build lasting relationships with members and clients, listening to needs and offering tailored advice to help meet their financial goals.

You will collaborate with partners to design integrated strategies, ensure prudent risk management, and stay current with industry trends, while contributing to outreach and caisse representation in the community.